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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$820M +$828M +39,043,916 New
Wells Fargo
2
Wells Fargo
California
$348M +$351M +16,553,608 New
VA
3
Valmark Advisers
Ohio
$289M +$292M +13,783,860 New
Bank of America
4
Bank of America
North Carolina
$282M +$284M +13,418,536 New
WT
5
Wilmington Trust
Delaware
$229M +$231M +10,918,180 New
U
6
UBS
Switzerland
$153M +$155M +7,296,352 New
Jones Financial Companies
7
Jones Financial Companies
Missouri
$150M +$151M +7,128,024 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$103M +$104M +4,912,180 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$79M +$79.7M +3,761,652 New
WTNA
10
Wilmington Trust National Association
Delaware
$76.6M +$77.3M +3,645,628 New
WTIM
11
Wilmington Trust Investment Management
Delaware
$72.4M +$73M +3,444,860 New
TT
12
Tiedemann Trust
Delaware
$67.2M +$67.9M +3,202,260 New
UCFA
13
United Capital Financial Advisors
Texas
$61.9M +$62.4M +2,945,120 New
LPL Financial
14
LPL Financial
California
$59.1M +$59.7M +2,814,308 New
FHB
15
First Hawaiian Bank
Hawaii
$45.5M +$45.9M +2,166,440 New
SNC
16
Stifel Nicolaus & Co
Missouri
$37.9M +$38.3M +1,806,188 New
KeyBank National Association
17
KeyBank National Association
Ohio
$37.6M +$38M +1,791,040 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$36.8M +$37.1M +1,752,364 New
Axa
19
Axa
France
$34.5M +$34.8M +1,641,192 New
HB
20
Homrich & Berg
Georgia
$34M +$34.2M +1,611,232 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$33.2M +$33.5M +1,581,664 New
JP Morgan Chase
22
JP Morgan Chase
New York
$31.8M +$32.1M +1,516,152 New
SMA
23
Simply Money Advisors
Ohio
$31.6M +$31.9M +1,503,832 New
JMPWA
24
JP Morgan Private Wealth Advisors
California
$30.9M +$31.2M +1,471,240 New
FBNAT
25
FirstMerit Bank N.A. Trustee
Ohio
$29.3M +$29.6M +1,395,188 New
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